Ae Wealth Management LLC Schwab Fundamental U S Broad M Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,110 shares of FNDB stock, worth $28,804. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,110

Holding current value

$28,804

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$23.83 - $25.77 $26,451 - $28,604	1,110 New	1,110 $28,000

Others Institutions Holding FNDB

# of Institutions

167

Shares Held

13.4M

Call Options Held

Put Options Held

Callan Capital, LLC La Jolla, CA

1.34M
Shares

$34.7 Million
2.28% of portfolio
Alpha Core Capital LLC La Jolla, CA

1.29M
Shares

$33.6 Million
1.22% of portfolio
Financial Consulate, Inc

1.22M
Shares

$31.7 Million
4.64% of portfolio
Opes Wealth Management LLC Menlo Park, CA

702K
Shares

$18.2 Million
3.04% of portfolio
High Tower Advisors, LLC Chicago, IL

695K
Shares

$18 Million
0.02% of portfolio

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
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Ae Wealth Management LLC Schwab Fundamental U S Broad M Transaction History